You can use a grid in a data entry workflow step to enter several records in one step. A grid is normally based on one table.
An exception applies to address and contact information for customers and vendors. In D365 F&SCM, customer and vendor address and contact information is stored in several related tables.
Usually, you would need a separate data entry workflow step or field group for each related table.
For customer and vendor addresses and contacts, you can enter this data in one grid instead. On the workflow task, you can enter several addresses or contact information lines, even though the data belongs to different tables.
Setup
The easiest way to set up an address or contact information grid is with the Configure step with wizard for a customer or vendor template. The wizard automatically adds the required tables, fields, and the Grid display mode.
You can also set up the field group manually. On the field group's Details tab, set the Display mode field to Grid and add the required fields manually.
Note
Only the address and contact information field groups for customers and vendors support several tables in one grid. For all other field groups, keep a grid limited to one table.
Before you create multi-table grid templates, close and deactivate all existing workflows related to the customer/vendor address. This releases the temporary tables and cleans up the custom fields. If you skip this step, a custom field error can occur.
For the detailed setup steps, see:
Operation
On a workflow task dialog, if the display mode is Grid, when you enter data for:
Addresses, you can enter several addresses for different address purposes. You can mark one address as the primary address.
Contact information, you can enter several contact information lines for different types and purposes. You can mark several contact information lines as primary.
On data entry workflow execution, each grid line is handled separately:
During a fuzzy duplicate check, each address or contact information line is checked separately. For example, if the first address is a possible duplicate, a task is created to check that address. Once approved or rejected, the check continues with the next address.
During approval, the approver can create a change request for one address or contact information line. This does not affect the other grid lines.
For more information, see Do workflow task.